- Evaluation Personnel will Create New Meeting (Annual ARD) with the date from the 2025-2026 school year.
- Click on Add Forms to populate the meeting.
- Responsible staff may now go into the system, look for the student, the Annual ARD with last year’s Annual ARD date, and complete the forms. Staff may need to add additional goal forms, but only one D&S Assessment and Ed S&P form should be completed with data for the 2025-26 school year.
- Upon opening the Goals and Objectives/Benchmarks, click Cancel to view the form.
- To add more than one Goal page, click on the widget next to the Goal form to add up to 10 goal forms at a time.
- Click Cancel to view the forms
- If there have been amendments or revisions, enter the most current data (schedule, related services, STAAR data, etc., for the student) that will be applicable.
- For districts with the Finalize IEP option enabled: When all data is in for the student, Evaluation Personnel will make the meeting Active by clicking on the Finalize Meeting button. For the Finalize Meeting date, make it the same date as the meeting date.
- Click Activate and Lock.
- For districts with the Finalize IEP option, this must be done AFTER meeting is Finalized.
Run a report from Custom Reporting to ensure all students have data in the system.
- Under the IEP menu, select Custom Reporting
- Select Create New Report on top right side of the screen
- Select the IEP Conference Report
- Select the following data elements (they are selected when highlighted in blue
- Under Settings ( the last blue title), name your report and then select Create Report. Your report will run, and when complete, will give you a report that looks like this:
- Each student should have an ARD-Annual with the correct date, and it should be Locked and Active